As an entrepreneur, you’re probably inspired to bring new ideas to life through innovative products and services. We work with business owners like yourself to create a financial plan that might include valuation of your company, maintaining cash flow and creating a succession strategy. Our wealth advisors can help you create a foundation for success today and in the future.

As a busy doctor who takes care of others, you may not have time to focus on your finances and retirement goals. We offer financial planning for physicians and other medical professionals like yourself that includes wealth management, charitable giving, asset protection and estate planning to help you provide financial security for yourself and your family.

As a business leader, you’re likely a visionary who sees the big picture. Our executive wealth management advisors offer financial planning services for you, including negotiating benefits packages, establishing tax-efficient estate planning and trust plans, tax strategies for charitable giving, multi-state tax filing and wealth transfer, and a wealth plan that takes into consideration the uniqueness of your compensation package, all to help you accumulate, preserve and share wealth according to your wishes.

As a professional athlete, you train hard, play hard and strive to win. We want you to succeed in your sport and beyond, which is why we partner with you on a wealth management plan that includes personal insurance solutions to help protect you on and off the field, multi-state tax filing assistance, tax planning and income protection strategies.

Whether you are just starting your practice or are in a later stage in your career and considering selling your business, Mariner Wealth Advisors is here to help you at every stage. And you can rely on us to serve as a fiduciary, always acting in your best interests. Plus, we have a group of advisors who specialize in working with dentists—they understand what is important to you and your practice.

Pre-retirees and retirees who are navigating the intricate financial landscape of retirement planning and wealth preservation. Whether you're preparing to transition into retirement or already enjoying your retirement years, our expert advisors specialize in tailoring financial strategies to align with your unique needs and aspirations. We are committed to helping you achieve financial security, maximize your retirement income, and ensure that your wealth is preserved for future generations.